This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TOTAL WEALTH SERVICES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 9, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Apr 9, 2012

First registration

Apr 29, 2014

Dual registered

no

Other names

KEITH A GRAY|KEITH ALLAN GRAY

IAPD individual key

6036964

• Occurred

  Sep 3, 2025
  Advisor changed firm

  Keith Gray left J.P. Morgan Securities Llc for Total Wealth Services, Llc (registered 2025-09-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d9aab6b9-eda2-1771-d1d7-bac44f008efc

First observed

Apr 29, 2014

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.